The Investing Podcast
Latest Episodes
22-Year T-Bill High & Lots of Earnings | April 20, 2023 - Daily Market Briefing
Ben, Mo, and Tom discuss the 3-month T-Bill hitting a 22-year high. More earnings are discussed with the auto industry functioning fine - aside from a poor reading on Tesla. The housing market seems t
Earnings Season & Future Rate Hikes | April 19, 2023 - Daily Market Briefing
Ben, Mo, and Tom discuss bank financials, as the banking world continues to be somewhat tumultuous. The UK CPI numbers surprise the world, for the positive, as inflation begins to fall. Bullard calls
Freight Recession & Bank Ambivalence | April 18, 2023 - Daily Market Briefing
Ben, Andrew, and Tom discuss JB Hunt declaring that we are in a "frieght recession." Bank of America has a solid performance across the board so far this year, while Goldman Sachs has been struggling
Bing is Samsung's Choice & Schwab Deposits Down | April 17, 2023 - Daily Market Briefing
Ben and Tom discuss Samsung's big shift from using Google as their cell search engines to now using Bing. Schwab notes a 30% decrease in deposits this past month. For information on how to join the
Strong Bank Earnings & Disappointing Retail Sales Data | April 14, 2023 – Daily Market Briefing
Ben and Tom discuss the positive earnings results out of a number of large banks, UNHs solid quarter, weak retail sales data, and how all this information will impact the Feds next rate decision.F
The Tide Goes Out | 2023 Q1 Macro Presentation
Ben discusses Narwhal's Macropresentation for Q1 of 2023. The tide appears to be ebbing as the economy starts to show signs of large-scale slowing.For information on how to join the Zoom calls live
Jobless Claims & Impending Recession? | April 13, 2023 - Daily Market Briefing
Ben, Tom, and Andrew discuss the initial Jobless Claim information, as it appears that the economy is starting to slow. Oil cuts are expected to cause a supply shortfall, and Delta is the frontrunner
March CPI & Buffet's Economic Commentary | April 12, 2023 - Daily Market Briefing
Ben, Tom, and Andrew discuss March's CPI numbers. As the CPI numbers continue to cool, it appears that inflation could be slowing a bit due to rate hikes (and other factors). Warren Buffet comments on
Trouble in Taiwan & The Fed "Killing Zombies" | April 11, 2023 – Daily Market Briefing
Ben and Tom discuss the results of the small business optimism survey, the continued tension in Taiwan, a possible push to displace the US Dollar as the worlds reserve currency, a new passenger jet b
The Chip Cycle & Short Exposure | April 10, 2023 - Daily Market Briefing
Ben and Tom discuss the microchip cycle as Samsung is first to announce a reduction in chip production. This comes in light of a massive shortage taking place during/following COVID and WFH ramping up